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Financial Planning Manager
Vue: 101
Jour de mise à jour: 23-04-2024
Localisation: Nagercoil Tamil Nadu
Catégorie: Finance / Banque / Stock Ventes
Industrie: Staffing Recruiting
Niveau: Mid-Senior level
Type d’emploi: Full-time
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le contenu du travail
Dear Candidate,We are hiring for a leading Life Insurance Company.JD- Responsibility / TasksProspect Build up- Scout at the market place for a potential customer through a combination of referrals, relationship with
- Ensure the leads provided by the company are met up through rigorous follow up
- Keep working to build a sufficiently large prospect funnel at all times
- Identify customer needs amp; profiles amp; financial goals
- Render an appropriate advice that meets the customers financial goals
- Explain the product features / benefits
- Ensure proper follow through for closure by right documentation amp; sales process implementation
- Follow up for service regularly from time to time amp; keep customer informed about all important updates
- Collect renewals regularly.
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Date limite: 07-06-2024
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